5W

5T Wealth Portfolio holdings

AUM $229M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$10.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$5.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.56%
2 Financials 1.59%
3 Communication Services 1.06%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.17%
+24,073
27
$2.08M 1.14%
+40,073
28
$1.99M 1.09%
+34,593
29
$1.91M 1.04%
+23,557
30
$1.87M 1.02%
+41,043
31
$1.83M 1%
+27,226
32
$1.77M 0.97%
+20,279
33
$1.77M 0.97%
+13,166
34
$1.74M 0.95%
+70,528
35
$1.73M 0.95%
+37,586
36
$1.72M 0.94%
+32,886
37
$1.69M 0.92%
+6,753
38
$1.6M 0.88%
+28,438
39
$1.58M 0.86%
+42,261
40
$1.56M 0.85%
+25,901
41
$1.55M 0.85%
+27,883
42
$1.49M 0.82%
+33,030
43
$1.34M 0.73%
+2,615
44
$1.17M 0.64%
+12,898
45
$1.11M 0.61%
+19,368
46
$1.1M 0.6%
+41,866
47
$1.05M 0.57%
+11,794
48
$1.05M 0.57%
+9,468
49
$1.04M 0.57%
+19,370
50
$1.03M 0.57%
+4,712
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